Clifford K Hodson

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-07-22

TX RA
APPROVED

Since 2020-07-22

Branch Locations

Mckinney, TX • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Retirement Wealth Advisors	Anna	TX	06/2016	07/2020
Comprehensive Financial Solutions	Mckinney	TX	06/2012	Present
Changepath, Llc	Leawood	KS	07/2020	Present

06/2016 → 07/2020

Retirement Wealth Advisors

Anna, TX
06/2012 → Present

Comprehensive Financial Solutions

Mckinney, TX
07/2020 → Present

Changepath, Llc

Leawood, KS

Previous Registrations

2016-07-01 → 2020-07-23

Brookstone Wealth Advisors, Llc

Anna, TX

Mckinney, TX

Other Businesses

Comprehensive Financial Solutions; Investment-related; 8301 Parish AVE. Mckinney, TX 75071; Life insurance and annuity sales; President; Start date of 06/2012; 20 hours per week all during trading hours; Marketing trying to find new clients, selling helping them set up annuities and life insurance, and servicing anything that a clients needs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-07-01

S65 Uniform Investment Adviser Law Examination

2016-07-01

Other Names

Cliff K Hodson

View on SEC IAPD